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The Legend Group Implements Advanced Retirement Planning Educational Program for Advisors

PALM BEACH GARDENS, Fla. --(Business Wire)--

The Legend Group (Legend), an independent broker/dealer, has announced a
unique retirement planning educational program for their financial
professionals. Legend University is a comprehensive educational system,
incorporating a combination of formal educational sessions,
distance-based learning and mentoring and consulting support. As part of
the program, financial professionals gain the Certified Retirement
Counselor® (CRC®) designation. The program was created in partnership
with Cannon Financial Institute, a leading wealth management training
and consulting company.

Changing demographics, consumer preferences, technology, and customer
needs in the Retirement Advice area are creating a completely new
dynamic for the financial services industry. Regina Rudnick, Senior Vice
President, said, "For those making the transition to serve the
retirement market in new ways, they will extend their relevance to a
whole new emerging consumer dynamic." Ms. Rudnick added, "This unique
program is designed to give financial professionals the skills,
activities and insight required to work with clients in the
Transitioning to Retirement and Living in Retirement phases of life."

The combination of the Retirement Planning Track and the CRC®
Designation Workshop helps Legend financial professional leverage their
existing expertise in helping clients accumulate assets for retirement,
and obtain new skills to position themselves to serve this fastest
growing US demographic group.

The CRC® is one of only 5 independently accredited designations in our
industry. Independent accreditation indicates that the designation has
met rigorous standards related to governance, testing process and
recertification requirements.

The CRC® Curriculum covers the following broad categories, each with its
own study guide, e-learning lesson, and practice exams:

• Retirement Planning

• Retirement Plan Design

• Retirement Income

• Investments

The Legend Group has already had 81 financial professionals successfully
complete the program and receive their CRC® designation.

The
Legend Group of Companies is composed of a
broker/dealer, a registered investment adviser and a third party
administrator - Legend Equities Corporation, Legend Advisory Corporation
and Advisory Services Corporation, respectively. Legendwas
founded 50 years ago and is rooted in the development of retirement plan
products and services. Through the years, Legend has significantly
influenced the evolution of the 403(b) retirement plan marketplace. Now,
they are a full-service investment planning firm and a leading provider
of unique investment services and innovative retirement planning
solutions.

For more information about The Legend Group, please visit www.legendgroup.com
or www.joinlegend.com.